Vendor Onboarding Training – SIN 518210FM

Financial Management Quality Service Management Office

(FM QSMO)

November 2023
Disclaimer

The purpose of this webinar is for the U.S. Department of the Treasury Financial Management Quality Management Service 

Office (FM QSMO), in partnership with the General Services Administration (GSA) Federal Acquisition Service (FAS), to 

provide a general overview of the application and evaluation process for the FM QSMO SIN (518210FM). The webinar is not 

intended to supersede or conflict with any general or specific instructions published by GSA as part of the Multiple Award 

Schedule (MAS) solicitation, the IT Category attachment thereto, or SIN 518210FM. These materials may be updated 

periodically to provide additional clarity or information.
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• FM QSMO Overview 

• FM QSMO SIN Application and Evaluation Process

• SIN Award Determination and Onboarding

• Agency Acquisitions

• Key Takeaways

Agenda 
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Learning Objectives

1. Define the purpose of the FM QSMO Marketplace and the Financial Management Capability Framework (FMCF). 

(Learning Objective 1: FM QSMO Objective)

Apply to the FM QSMO Special Item Number (SIN) 518210FM. (Learning Objective 2: Apply to the SIN)

Identify and apply the SIN evaluation criteria relevant to their FM solutions/services. (Learning Objective 3: SIN 

Evaluation Criteria)

Demonstrate the capability of their Core FS offering to meet the FMCF. (Learning Objective 4: Core FS 

Evaluation)

1. Differentiate the types of acquisition activities that occur during and after the FM QSMO Marketplace entry level 

evaluation. (Learning Objective 5: Agency Acquisitions)

By the end of this training, Vendors will have the information needed to:
FM QSMO Overview
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A New Approach to Financial Management

The FM QSMO acts as the broker between agencies and commercial and federal solutions. Solutions are 

centrally coordinated, standards are embedded in solutions, and there is a unified effort to achieve goals.
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• The Financial Management Capability Framework 

(FMCF) is the set of standards and capabilities that 

define baseline needs for services and solutions in 

the FM QSMO Marketplace.

• The FMCF serves as contractual requirements of 

SIN 518210FM.

• The FMCF consists of nine (9) sections or 

components, depicted in the visual to the right.

• The FMCF artifacts can be found on the FM QSMO -

FMCF Webpage. 

• The FMCF is used as a basis for evaluating and 

ensuring that Marketplace services and solutions 

meet baseline needs.

– Only a subset of FMCF artifacts may apply, 

depending on the type of vendor offering being 

proposed.

Financial Management Capability Framework
FM QSMO SIN Application and 

Evaluation Process
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IT SIN Com

The scope of the SIN includes:

• Core FS Solutions – partially pre-configured FM software 

suites offered in a cloud environment.

• Additional FM Solutions – capabilities that augment those 

provided in the Core FS such as reporting tools, business 

information exchanges, analytics and intelligence.

• FM Adoption and Transition Services – services to identify, 

select, migrate to FM offerings such as planning, data 

conversion, IV&V, integration support.

• FM Technology Operations Support – support and 

assistance with implementations and operations such as 

development, testing, service desk, O&M, and legacy financial 

system support.

IT SIN Com

The application and evaluation approach ensures that approved vendors contribute to FM QSMO’s vision of a 

marketplace of quality solutions/services that drives innovation, compliance with federal policies, standardization 

and automation.

Background

GSA, in partnership with FM QSMO, established a new Special Item Number (SIN) 518210FM under the 

existing GSA Multiple Award Schedule (MAS) contract vehicle to provide access to commercial offerings of the 

FM QSMO Marketplace.

SIN Highlights:

• GSA serves as the contracting activity for the SIN.

• FM QSMO conducts technical evaluations of vendors 

applying to the SIN.

• The SIN is available for continuous vendor onboarding.

• Agencies will be able to place orders against the GSA MAS 

contracts for offerings under the SIN.
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1. Get Ready 2. Prepare 

Submission Package 3. Submit Package 4. Evaluation

Apply to the FM QSMO SIN

• Commercial vendors will undergo a multi-phased process to be added to SIN 518210FM. 

• Understanding the GSA MAS Program is essential to participating in SIN 518210FM. Information, 

guidance, and resources are available to both new vendors and existing MAS contract holders 

through the GSA Vendor Support Center. 

• Questions about the FM QSMO Marketplace, FMCF, or technical aspects of SIN 518210FM should 

be sent to fmqsmo@fiscal.treasury.gov. 

Application and Evaluation Process
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❑ Review the SIN 518210FM materials to determine what solutions/services 

are within scope of the SIN and their appropriate subgroups.

– Vendors must assess their offerings against the scope of the SIN and 

determine the subgroups to which they should apply.

❑ Review the following documents on the FM QSMO - FMCF Webpage to

understand the required FM QSMO Marketplace standards and capabilities: 

❑ FMCF: The FMCF is the set of standards and capabilities that are the

foundation for all FM solutions and services in the FM QSMO 

Marketplace. 

❑ Guide to the FM QSMO Marketplace: This document provides an 

overview of the FM QSMO Marketplace and how the FMCF applies.

❑ Additional FM QSMO Resources: Templates and documents such as 

the FMCF 101 – Vendor training enable Vendors to apply the FMCF to 

their solutions and services.

Step 1: Get Ready 1 2 3 4

Vendors must review all relevant FM QSMO onboarding materials and resources (e.g., SIN subgroup 

descriptions, instructions, FMCF) before applying to the Marketplace.

Additional 

FM Solutions

FM 

Technology 

Operations 

Support 

Services

FM Solution/ 

Service 

Adoption and 

Transition 

Services

Core 

Financial 

Management 

Solutions 

(Core FS)

Subgroups under SIN 518210FM
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A complete and responsive vendor submission package for SIN 518210FM will include the following:

Step 2: Prepare Submission Package 1 2 3 4

Administrative, technical, and pricing offer submission elements required by the GSA MAS solicitation and the 

IT Category attachment. 

Resource: MAS 

Solicitation 

Resources: 

• FM 

Solution/Service 

Definition Template

• Technical Narrative 

Response 

Template

All vendor submission packages include: 

• Documentation for proposed offerings using the FM Solution/Service Definition Template.

• Technical narrative response addressing the FM QSMO Marketplace entry level evaluation criteria (i.e., 

self-evaluation/assessment and/or attestation) using the Technical Narrative Response Template.

• Volume of supporting documentation referenced in the FM Solution/Service Definition Template, 

Technical Narrative Response Template, and Core FS Pre-Built BIE Response Template (if applicable), 

with a list of the documentation provided.

Submission packages for the Core FS subgroup also include: 

• Technical narrative response addressing the Core FS business information exchange (BIE) capabilities 

using the Core FS Pre-Built BIE Response Template. 

• Volume of Operational Capability Demonstration (OCD) reports and BIE files as indicated in the Core FS 

OCD Execution Plan, with a list of the documentation provided.

Resources: 

• Core FS Pre-Built 

BIE Response 

Template

• Core FS OCD 

Execution Plan
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FM Solution/Service Definition Template

All vendors will complete the FM Solution/Service Definition Template as part of their submission package.

1 2 3 4

Asset View: 

Service Delivery Layer and Tower – Sub Tower: What is used to build the solution/service

Service Delivery Resource and Cost Pool: How to provide the Service Delivery Layers

• Select the Service Delivery Layers that are covered by the solution/service. The Service Delivery Layers, broken down by Tower – Sub Tower, describe the basic 

building blocks of a solution/service. 

• Select the Service Delivery Resources that are covered by the solution/service. The Service Delivery Resources, broken down by Cost Pool, describe the means by 

which the work to provide the services identified in the delivery layers is performed (i.e., using technology, workforce, and/or advisory). 

• The FM Solution/Service Evaluation Criteria component of the FMCF relies on the vendor indicating whether they are providing a type of Services or Technology. 

Solution/Service offerings that include “Workforce” and/or “Advisory” resources are considered “Services” and offerings that include “Technology” resources are 

considered a type of “Technology” offering.

Business View: Show the solution/service’s alignment to federal financial management

• Select the FIBF FFM Functions and Activities covered by the solution/service. 

• Solutions in the Core FS subgroup must address all FFM Functions and Activities. Solutions/services outside of the Core FS subgroup may address some FFM 

Functions and Activities, and if so, should be indicated accordingly. A solution/service does not need to address all FFM Functions and Activities. 

Overview

• Document Marketplace Category, Solution/Service Name, and the Solution/Service Description

Service Provider and Service Customer Key Responsibilities: Who is responsible for supporting the solution/service

• Indicate the key responsibilities of the Service Provider delivering and the Service Customer using the FM solution/service package, organized by the Information 

Technology Infrastructure Library (ITIL) Practice. 
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• Vendors may reference pre-existing documentation to 

support their FM Solution/Service Definition Template, 

Technical Narrative Response Template, and Core FS 

Pre-Built BIE Response Template (if applicable). For 

example, vendors may reference existing solution 

end-user documentation, existing vendor 

program/process documentation, evidence of 

independent evaluation of vendor operational security, 

and evidence of solution FedRAMP status. 

• Vendors must clearly indicate where pre-existing 

documentation is referenced by providing the 

source document title, section, page number and 

paragraph.

Technical Narrative Response and Supporting Documentation

• Vendors will use the Technical Narrative Response 

Template to address the FM QSMO Marketplace 

entry level evaluation criteria for their proposed 

offerings.

• Referencing the FM Solution/Service Evaluation 

Criteria component of the FMCF as a guide, 

vendors will describe how their proposed offerings 

meet the relevant capabilities. 

• Note: Only a subset of evaluation criteria will apply 

depending on the type of offering (e.g., Services 

Only, Other Technology, or Core FS) being 

proposed. 

1 2 3 4

All vendors will provide the following as part of their submission package:

Technical Narrative Response Volume of Supporting 

Documentation 
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• Vendors will prepare a volume of OCD reports and 

BIE files as indicated in the Core FS OCD Execution 

Plan. 

• OCD reports and BIE files will be included in the 

submission package, using the file naming 

conventions specified in the Core FS OCD Execution 

Plan.

Core FS Pre-Built BIE Response and OCD Reports and BIE Files

• Vendors will prepare a technical narrative response 

addressing the Core FS BIE capabilities using the 

Core FS Pre-Built BIE Response Template. 

• Referencing the Core FS Pre-Built BIEs component 

of the FMCF as a guide, vendors will describe how 

their proposed offerings meet the relevant BIE 

capabilities. 

• Vendors may reference pre-existing documentation 

to support their Core FS Pre-Built BIE Response 

Template (as well as their Technical Narrative 

Response Template) in the Volume of Supporting 

Documentation.

1 2 3 4

Vendors proposing Core FS solutions will also provide the following as part of their submission package:

Core FS Pre-Built BIE Response Volume of OCD Reports and BIE 

Files
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• Core FS OCDs consist of vendors executing six (6) 

business scenarios based on selected FIBF FFM 

Business Use cases, Functions and Activities, and 

System Requirements.

• Core FS OCDs are conducted using a vendormaintained instance of the proposed solution in a 

vendor-provided cloud environment.

Core FS OCDs 1 2 3 4

Vendors proposing Core FS solutions will conduct an Operational Capability Demonstration (OCD) using the 

Core FS OCD Execution Plan. 

The Core FS OCD Execution Plan details the six (6) 

scenarios that vendors will demonstrate as part of their 

Core FS OCDs. 

• Each scenario contains a series of FFM Business 

Use Cases that capture required Core FS 

functionality. 

• Each scenario “Outline” tab provides sample data 

and correlation points to applicable FMCF artifacts. 

• Each scenario “Demonstration” tab maps applicable 

FMCF components to address Core FS functional 

requirements. 

• The six (6) scenarios build upon one another 

successively. 

• Proposed Core FS solutions must adequately 

demonstrate all functionality detailed in the Core FS 

OCD Execution Plan. 

More information is available in the Core FS OCD 

Quick Reference Guide. 
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The vendor will submit the package through eOffer/eMod (Step 3), and then the evaluation process will begin (Step 4). 

• GSA FAS will evaluate the general administrative, technical, and pricing elements of vendor submissions. The FM QSMO will evaluate the SIN 

518210FM specific technical elements based on the FM Solution/Service Evaluation Criteria component of the FMCF. 

• Core FS Providers Only: Core FS vendors will demonstrate the capabilities of their proposed Core FS solution live during the Core FS OCD evaluation.

• For each evaluation category/criteria, vendor submissions will be rated as “Acceptable” or “Unacceptable” based on review of documentation and/or 

demonstration of compliance with applicable components of the FMCF.

Step 3: Submit Package and Step 4. FM QSMO Evaluation 1 2 3 4

GSA reviews 

vendor application

(e.g., compliance, 

pricing).

FM QSMO 

evaluates the 

Technical Narrative 

Response. 

FM QSMO 

evaluates the Core 

FS OCD.

FM QSMO provides 

evaluation results 

and 

recommendation to 

GSA for action.

Does 

application 

include Core 

FS?

No

Yes

Vendor submits 

package using the 

eOffer/eMod.
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Key Points

• Evaluation includes review of vendor documentation for up to five (5) 

categories as follows:

– Business: How the services support business activities and processes specified 

in the FIBF FFM standards and/or FMCF.

– Technology Design: How the technology solution supports business activities 

and processes specified in the financial management Technical and Operations 

standards of the FMCF and relevant Federal IT standards and requirements.

– Technology Operations: How the technology solution responds to user demand 

and needed changes.

– Programmatic: Strategy for and management of the service offerings and 

delivery.

– Organizational: Organizational ability to deliver quality FM services and ensure 

customer satisfaction.

• FM QSMO will evaluate vendor technical narrative responses to SIN 

518210FM; agencies may conduct further evaluation at the agency 

acquisition level. 

Technical Narrative Response Evaluations

For all vendors and all proposed solutions/services, the FM QSMO will conduct an evaluation of the 

technical narrative response.

Vendor Offering Type

Evaluation

Categories

Services 

Only 

Other 

Technology

Core FS

Business ✓ ✓ ✓

Technology 

Design ✓ ✓

Technology 

Operations ✓ ✓

Programmatic ✓ ✓ ✓

Organizational ✓ ✓ ✓

1 2 3 4

Technical Narrative Response
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Key Points

• Upon determining acceptable results from the technical narrative 

response evaluation, the FM QSMO will contact the vendor to schedule 

the OCD.

• Core FS OCD evaluations will include both a live demonstration of the 

proposed solution by the vendor and FM QSMO review of the OCD 

reports and BIE files documentation as outlined and specified in the 

Core FS OCD Execution Plan.

• The live demonstration portion of Core FS OCD evaluations are limited 

to not more than eight (8) hours during a single business day.

• The FM QSMO allows agencies to participate in the OCDs in either an 

observational or advisory capacity. 

Core FS OCD Evaluations

For vendors proposing Core FS solutions, the FM QSMO will also conduct an OCD evaluation. 

Business Scenarios Core FS

Purchase and Management of Equipment ✓

Grant Disbursement and Closeout ✓

Temporary Duty (TDY) Travel ✓

Federal-to-Federal Reimbursable Agreement ✓

Government Sale of Post-paid Goods ✓

Reports and BIE Files ✓

1 2 3 4

Core FS OCDs
SIN Award Determination and Agency 

Acquisitions
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When an evaluation is complete, the FM QSMO will provide the results and a recommendation to GSA, who will 

make the final award decision. Once the SIN is awarded, vendors may compete for opportunities in the FM 

QSMO Marketplace.

After Step 4: SIN Award Determination and Onboarding

FM QSMO will provide 

the technical evaluation 

results and 

recommendations to 

GSA.

GSA will make an award 

determination, based on 

the results of the 

technical evaluation and 

other considerations.

If GSA makes 

decision to award, 

the vendor and FM 

QSMO will be 

notified.

The FM QSMO will 

use the inputs from 

the submission 

package to populate 

the FM QSMO 

Marketplace 

Catalog listing.

Vendors will 

respond to agency 

acquisitions issued 

under the SIN.

If a decision not to award is 

made, the vendor will be 

notified. 

The vendor will have the 

opportunity to resubmit.

Back to Step 

2: Prepare 

Package.
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• Agencies will satisfy fair opportunity and conduct further evaluation of vendors and solutions/services at the agency 

acquisition level.

• The agency acquisition process under SIN 518210FM expands on the GSA MAS ordering procedures with pre-solicitation 

and post-award activities, which are outlined in the Agency Acquisition Guide.

• Agency-specific requirements may be defined in addition to the FMCF standards and capabilities. Therefore, vendors 

offering solutions/services through the FM QSMO Marketplace may be expected to demonstrate their ability to 

meet additional agency-specific requirements as needed. 

• Prior to issuing solicitations under the SIN, agencies will submit their procurement materials to the FM QSMO Task Order 

Review Board (TORB) to ensure alignment with the FMCF. Agencies will provide copies of awards to the FM QSMO. 

Agency Acquisitions

Agency Procurement Steps using SIN
Key Takeaways
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The FM QSMO manages a marketplace of solutions and services to help agencies meet their financial management needs. The 

Financial Management Capability Framework (FMCF) defines baseline standards and capabilities for solutions and services in the FM 

QSMO Marketplace. (Learning Objective 1: FM QSMO Objective)

All vendors will submit a completed FM Service/Solution Definition Template for each offering, a technical narrative response, and a 

volume of supporting documentation. Vendors proposing Core FS solutions will provide additional BIE narrative response and OCD 

reports and BIE files. (Learning Objective 2: Apply to the SIN)

Vendors’ submission packages will be evaluated against the criteria outlined in the FM Solution/Service Evaluation Criteria 

component of the FMCF. The applicable criteria are dependent on the type of offering being proposed (e.g., Services Only, Other 

Technology, or Core FS). (Learning Objective 3: SIN Evaluation Criteria)

For proposed Core FS solutions, vendors will demonstrate their solution successfully executing six (6) business scenarios based on 

selected FIBF Business Use Cases, Functions and Activities, and System Requirements. (Learning Objective 4: Core FS Evaluation) 

Agencies will conduct acquisitions under SIN 518210FM, which may include agency-specific requirements in addition to the FMCF. 

(Learning Objective 5: Agency Acquisitions)

Key Takeaways

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Thank You

Visit us at www.fiscal.treasury.gov/fmqsmo